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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
301
First Personal Financial Services
North Carolina
$9K +$8.67K +880 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.46K +250 +44%
WIM
303
Westside Investment Management
California
$7.68K +$4.93K +500 +167%
JAM
304
Jolley Asset Management
North Carolina
$7K -$485K -49,250 -99%
First Manhattan
305
First Manhattan
New York
$7K – – –
NSIM
306
North Star Investment Management
Illinois
$7K – – –
CFA
307
Carroll Financial Associates
North Carolina
$6K -$3.74K -380 -36%
CB
308
Community Bank
New York
$6K – – –
HMS
309
Hanseatic Management Services
New Mexico
$6K – – –
VFA
310
Valeo Financial Advisors
Indiana
$6K +$690 +70 +12%
AAP
311
Arax Advisory Partners
Colorado
$6K +$3K +305 +88%
GAM
312
Gemmer Asset Management
California
$6K +$5.76K +585 New
WEC
313
Winslow Evans & Crocker
Massachusetts
$5.32K – – –
SAM
314
Shamrock Asset Management
Texas
$5K -$1.48K -150 -21%
ME
315
McIlrath & Eck
Washington
$5K -$788 -80 -14%
CFG
316
CKW Financial Group
Hawaii
$5K – – –
MCM
317
Manchester Capital Management
Vermont
$5K – – –
OWA
318
One Wealth Advisors
California
$5K – – –
ATC
319
Adirondack Trust Company
New York
$5K +$3.2K +325 +163%
AC
320
Avestar Capital
New York
$5K +$4.83K +490 New
TC
321
Trilogy Capital
California
$5K +$4.93K +500 New
RFA
322
Reilly Financial Advisors
California
$5K +$5.37K +545 New
FHA
323
First Horizon Advisors
Tennessee
$4K -$1.38K -140 -25%
WCM
324
Whitener Capital Management
North Carolina
$4K – – –
FRA
325
Front Row Advisors
California
$4K +$2.86K +290 +305%